Investor Presentaiton
Opening up a world of opportunity
Our Strategy
Asia
Wealth
Digital Business
Services
Financials
Building on our strength in Hong Kong to grow onshore and offshore Asian Wealth in
mainland China and internationally
Hong Kong
Mainland China
International
Objective
◆ Strengthen our leadership
position in Hong Kong
◆ Become a leading international wealth
manager57 with new wealth platforms
Our Credentials
Strong 10% AUM CAGR over last
five years
◆ #1 wealth, #2 Insurance market
share39
Launched Well+, Benefits+ and
FlexInvest digital propositions
Launched insurance-led financial planning
platform (Pinnacle); hired c.200 of our c.3K
goal over the medium term
Building out full service GPB platform 58
leveraging offshore HK proposition strength
Moving toward fully owned Asset
Management franchise
◆ Grow Asian wealth internationally
leveraging our network and platforms
Growing Singapore, Switzerland, UK, Channel
Islands and the US as our key international wealth
hubs; become #1 foreign bank in India for NRIs
Our international market share is 7.2% (5.6m
customers) and of this, c.2m are mass affluent 59
Market share of 8-9% of the Overseas Chinese
diaspora currently60
2000
Our platform
launches
Integrated Digital Wealth
Digital wealth ecosystem offering
deeply personalised wealth
HSBC Pinnacle
Digital-first, hybrid financial
planning wealth platform
HSBC Global Money
Mobile-based international account to spend,
send, and receive money in multiple currencies
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